Independent Financial Group
SBIO icon

Independent Financial Group’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Independent Financial Group’s Portfolio SBIO Stock Details SBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$389K Buy
6,665
+475
+8% +$31K 0.01% 1126
2026
Q2 		$400K Buy
6,190
+194
+3% +$10.6K 0.01% 1083
2026
Q1 		$314K Buy
5,996
+110
+2% +$5.59K 0.01% 1136
2025
Q4 		$301K Buy
5,886
+396
+7% +$18.3K 0.01% 1147
2025
Q3 		$213K Buy
+5,490
New +$189K 0.01% 1257

Other funds holding SBIO

FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Independent Financial Group's SBIO Position: Q3 2026 in Review

Independent Financial Group increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 7.7% in Q3 2026, buying an estimated $31K and bringing the position to 6,665 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #1126.

Independent Financial Group first reported a position in SBIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $400K in Q2 2026. 9 funds tracked by Wall St. Rank hold SBIO as of Q3 2026.

  • Independent Financial Group held 6,665 shares of ALPS Medical Breakthroughs ETF worth $389K as of Q3 2026.
  • Independent Financial Group bought 475 ALPS Medical Breakthroughs ETF shares in Q3 2026, an estimated $31K.
  • ALPS Medical Breakthroughs ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1126 holding.
  • Independent Financial Group first reported a position in ALPS Medical Breakthroughs ETF in Q3 2025 and has held it in 5 quarters since.
  • Independent Financial Group's ALPS Medical Breakthroughs ETF position peaked at $400K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.